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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 83-2499358 | Advisory (Plan) | $24,133 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $14,162 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,846 | $99,957-31.1% | $149,745-54.0% | $73,497-6.3% |
| Participation rate | 93.3% | 75.7%+17.6pp | 82.5%+10.9pp | 70.7%+22.7pp |
| Annual return | 0.61% | 53.87%-53.3pp | 276.72%-276.1pp | 28.51%-27.9pp |
| Employer contribution / active EE | $502 | $3,191-84.3% | $4,646-89.2% | $2,270-77.9% |
| Participant deferral / active EE | $2,153 | $6,073-64.5% | $6,843-68.5% | $3,740-42.4% |
| Admin fee / account holder | $325 | $551-41.1% | $9,312-96.5% | $513-36.7% |